Get To Know Your Team

To secure your financial future it requires a team of experienced professionals working together.

The MWS Advice Team

The My Wealth Solutions Financial Advice Team are your go-to source of guidance for every financial challenge life throws at you. The heart of My Wealth Solutions, the Advice Team starts with Ben and Guy, our two Founders, Directors and Senior Financial Advisors. They are joined by Nikki and Rob, who work closely with Ben and Guy to develop the right financial plan for your unique financial situation and goals.  

The Advice Team are by your side from the beginning, acting as your personal guide from your initial contact with us all the way to the achievement of your financial goals and beyond. Together, they are responsible for developing strategic recommendations for your financial plan and ensuring the strategies recommended to you in your initial Statement of Advice are maintained or improved upon as you continue on your financial journey. They also make sure your strategies are adjusted and realigned to suit your new goals as you begin to reach your financial milestones.

The Implementation Team

The Implementation Team are the people who put the recommendations made to you into action.This part of My Wealth Solutions is formed by Ross, our Paraplanner, and Annabel and Malcolm, our Client Services Officers. As your point of contact for the implementation stage of your financial plan, the Implementation Team are always available to answer any questions you may have.

Working closely with the Financial Advice Team, the Implementation Team turn your financial plan into your future reality while giving you the peace-of-mind that comes from knowing your financial world is taken care of. Both Nikki and Rob personally oversee the implementation process and are happy to help in any way they can. The team often liaise with third parties such as banks, insurance providers and credit card providers to ensure that your transition into the My Wealth Solutions community is a smooth one. A few of the duties they are responsible for include: setting up new accounts, transferring superannuation funds, debt structuring and completing medical questionnaires.

The Client Services Team

As part of our ongoing commitment to helping you create your dream financial future, the Client Service Team works with our current clients to ensure you are satisfied with the My Wealth Solutions experience. This part of the team is made up of Jack and Nathan, who you might be familiar with from your contact with us so far.

The Client Services Team is responsible for making your communications with us as simple as possible by helping you get in touch with the right person to answer any questions you may have. The Client Services Team are also responsible for your review meetings. This means working closely with Nikki, Rob and the Financial Advice Team to ensure your ongoing strategies are continuing to meet your needs as you reach your financial checkpoints.

CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

Susan K.
CLIENT TESTIMONIAL

Guy has been our financial advisor for almost eight years now. In that time we’ve been very happy with his service, advice and personal touch. Highly recommended!

Oliver W.
CLIENT TESTIMONIAL

My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.

Jennette B.
CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.
award winning and highly recommended
Highly Recommended By Our Client 4.8 stars from 66 google reviews